Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Northeast
Midwest
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Nikki Ivins

Sr. Client Development Associate

Hans Doorn, CPA

Director, Tax Services

Lucas Verstegen

Sr. Tax Manager
Theresa Bedard

Theresa Bedard

Manager, Portfolio Consultant

Allison Lathrop

Manager, Client Service

Brittani Woodruff

Sr. Client Service Specialist

Carolyn Ann Muller

Client Service Specialist

Chris Lang

Client Service Specialist

Erin Larsen

Client Service Specialist

Erin Wheatcraft, FPQP™

Client Service Manager, Wealth Path Group
Jill Abell - Sr. Client Service Specialist

Jill Abell

Sr. Client Service Specialist

Laurie Macielinski

Sr. Client Service Specialist

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